SERVICES



CONTINUITY

One of the most critical elements of family wealth management is continuity. West Paces Advisors can manage your money today, navigate the process of probate and estate settlement, and deliver the assets you have accumulated to your heirs without a disruption in investment strategy. And all of this is possible working with the same group of professionals.

INVESTMENT MANAGEMENT

The core of all our services is managing money. Every portfolio will be individually tailored based on client objectives and constraints. This information, along with a target asset allocation, will be contained in a Client Investment Objective for each client. Our goal will be to meet these objectives over the long-term.

WEALTH TRANSFER PLANNING

We manage money not just to achieve financial goals, but to achieve family goals. Our expertise lies in coordinating the management of investments with a family’s estate plan, a lifetime giving program or charitable giving program. Properly drawn, Trust agreements and Wills are critical to the success of intergenerational wealth transfer. If necessary, we work closely with your attorney in drafting the appropriate legal instrument. Selecting the correct fiduciary is critical to the success of a Trust or Will, and we will assist you in reviewing your alternatives for these important roles in order to select the appropriate individual or institutions.

 

GENERAL INFORMATION

INSTITUTIONAL CUSTODIAN

Charles Schwab & Co., Inc.

INVESTMENT MANAGEMENT FEE SCHEDULE

First $2 Million – 1.00%
Next $3 Million – 0.75%
Remaining over $5 Million – 0.50%

Estate Administration – Agent for the executor fees for estate settlement will be based on the Investment Management Fee Schedule outlined above plus an administrative fee quotes in advance that will perfect the nature and scope of our duties.